Investment Operation Specialist Apprentice (UKFX Holdings Ltd)

Summary

UKFX Holdings is a leading foreign exchange & international payments company that provides our clients with seamless overseas payments using our technology & expertise.

Annual wage: £20,009.60 a year
Minimum wage rates (opens in new tab)
Training course: Investment operations specialist (level 4)
Hours: Monday to Friday. Shifts to be confirmed.
40 hours a week
Possible start date: Monday 11 November
Duration: 1 Year 6 Months
Positions available: 2

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Manage & prioritise a list of potential clients to ensure maximum opportunities for conversation.
Explain UKFX Holdings services and how it can help clients with their goals.
Clearly communicate the benefits of using a currency broker versus traditional methods of banks.
Be able to sell over the phone and on face-to-face calls via Zoom/Teams.
Handle objections to encourage potential corporations to open an account.
Work collaboratively with the team and managers & update them on corporate progress.
Achieve high talk times and Call Stats.
Updating CRM with opportunities and progress.
Hitting monthly and annual targets.

Where you’ll work

MDB CENTRE

CROMPTON ROAD

STEVENAGE

HERTS

SG1 2EE

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

BPP PROFESSIONAL EDUCATION LIMITED

Your training course

Investment operations specialist (level 4)

Equal to higher national certificate (HNC)

Course contents

Maintains a consistently high standard of service internally, towards clients and with intermediaries. Adheres to well defined timeframes, systems and processes. Consistently attentive to accuracy, detail and timeliness; meets required risk, regulatory and governance requirements. Performs tasks which may be complex, specialised, or non-routine, such as bespoke (OTC) derivative settlement and margin calculations, monitoring and processing these complex transactions through to completion; Preparing management, investment performance or review reports for internal and external clients.

Adopts high quality written and verbal communication skills as appropriate for communicating with internal and external clients. . Builds positive relationships with clients and colleagues using sound interpersonal and influencing skills. Able to coach/train less experienced colleagues. Able to communicate and negotiate complex situations and issues that may arise.

Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team’s decisions impacts on others. Takes a leadership role in the team when appropriate. Operates well under time pressure.

Takes ownership for delivery in their area of responsibility, both for the core role and for developing and implementing changes. Able to exercise autonomy and judgement within fairly broad parameters. Finds effective ways to resolve issues. Escalates decisions and issues when necessary. Capable of resolving complex issues that may involve other business areas.

Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

Your training plan

This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

As an Investment Operations Apprentice with BPP, you will complete the Investment Operations Specialist Level 4 Higher Apprenticeship. The dynamic curriculum spans a number of modules exploring the world of regulatory frameworks, investment products and trading activities. Completion of the apprenticeship will result in you being awarded CISI IOC qualification.

Requirements

Essential qualifications

GCSE in:

English and Maths (grade (A*-C/9-4 or equivalent))
3 A-Levels (grade A*-C/9-4 or equivalent)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Clear communicator
Able to overcome rejection
Bubbly Personality
Hungry for success
Desire to improve

About this company

We are a specialist dealer in foreign currency providing an alternative to banks, bureaus de change and the Post Office for clients seeking competitive exchange rates.

Company benefits

Access available to company site via public transport. Free parking available (Offsite).

After this apprenticeship

Future prospects are available and will be discussed during interview stage.

Ask a question

The contact for this apprenticeship is: